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Dimensional World ex US Core Equity 2 ETF

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.49%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
301
M Holdings Securities
Oregon
$597K -$25.5M -1,003,606 -98%
ASI
302
Advisory Services & Investments
Oregon
$594K -$27.2K -1,068 -4%
LWM
303
LJI Wealth Management
Indiana
$583K -$51 -2 -0%
IWN
304
Independent Wealth Network
Iowa
$578K -$7.63K -300 -1%
FIM
305
Freedom Investment Management
Connecticut
$567K +$13.5K +530 +2%
RA
306
Rise Advisors
New York
$558K +$636 +25 +0.1%
DF
307
DecisionPoint Financial
Arizona
$552K -$22.8K -905 -4%
AG
308
Ascent Group
Virginia
$550K -$28K -1,099 -5%
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$545K -$109K -4,265 -17%
WFA
310
Websterrogers Financial Advisors
South Carolina
$531K +$25 +1 +0%
FWP
311
Falcon Wealth Planning
California
$528K
WIA
312
World Investment Advisors
California
$522K +$522K +20,527 New
RW
313
RVW Wealth
California
$514K -$26.1K -1,027 -5%
SW
314
Simplicity Wealth
New Jersey
$508K +$508K +19,964 New
JC
315
JB Capital
Connecticut
$491K +$54.3K +2,135 +12%
SWP
316
Stratos Wealth Partners
Ohio
$491K +$37.6K +1,477 +8%
MGIA
317
Moneta Group Investment Advisors
Missouri
$468K +$280 +11 +0.1%
SCM
318
Sterneck Capital Management
Missouri
$459K
PTC
319
Private Trust Company
Ohio
$457K +$560 +22 +0.1%
MWM
320
Mission Wealth Management
California
$453K +$21.4K +840 +5%
CT
321
Colonial Trust
South Carolina
$451K -$34.1K -1,341 -7%
QCM
322
Quantinno Capital Management
New York
$445K +$171K +6,722 +62%
BAWC
323
Boyce & Associates Wealth Consulting
Texas
$439K +$58.1K +2,285 +15%
PCIA
324
Prime Capital Investment Advisors
Kansas
$438K +$12.9K +507 +3%
S
325
SignatureFD
Georgia
$424K +$280 +11 +0.1%